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JPMorgan Chase
JPM

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
1601
Fort Point Capital Partners
California
$224K +$217K +3,715 New
CBT
1602
Central Bank & Trust
Kentucky
$223K -$78.6K -1,345 -27%
TBA
1603
Train Babcock Advisors
New York
$223K – – –
RMC
1604
Regis Management Company
California
$222K – – –
TFCP
1605
Twin Focus Capital Partners
Massachusetts
$221K +$214K +3,661 New
WA
1606
WealthTrust Axiom
Pennsylvania
$219K – – –
NGA
1607
Naples Global Advisors
Florida
$219K +$212K +3,635 New
VC
1608
Vicus Capital
Pennsylvania
$217K -$1.99K -34 -0.9%
FMP
1609
Financial Management Professionals
Texas
$217K – – –
LCM
1610
LVM Capital Management
Michigan
$216K -$63.8K -1,091 -23%
MSR
1611
Main Street Research
Connecticut
$214K -$7.31K -125 -3%
NPPM
1612
North Point Portfolio Managers
Ohio
$212K – – –
CL
1613
Croft-Leominster
Maryland
$210K – – –
SFI
1614
SPC Financial Inc
Maryland
$210K +$204K +3,494 New
HIS
1615
Horizon Investment Services
Indiana
$209K +$202K +3,462 New
PCMK
1616
Paragon Capital Management (Kansas)
Kansas
$207K +$202K +3,448 New
B
1617
Bellecapital
Switzerland
$206K +$200K +3,417 New
TA
1618
Teton Advisors
New York
$205K +$199K +3,400 New
AA
1619
Apriem Advisors
California
$203K +$14.7K +251 +8%
AC
1620
Alexandria Capital
Virginia
$201K +$3.45K +59 +2%
TDC
1621
Thompson Davis & Co
Virginia
$196K +$190K +3,251 New
VIMU
1622
Veritas Investment Management (UK)
United Kingdom
$193K -$10.2K -175 -5%
RCWMU
1623
Rothschild & Co Wealth Management (UK)
United Kingdom
$181K -$54.4K -930 -24%
RFA
1624
Reilly Financial Advisors
California
$181K -$36.4K -622 -17%
VIA
1625
Vantage Investment Advisors
Pennsylvania
$168K – – –
63 64
65
66 67